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Private Business Services

Whether you are looking for a more efficient way to manage cash, a better way to borrow funds or a more effective way to pass on your business, Morgan Stanley Smith Barney through its arrangement with Citigroup has the insight, resources and experience to help you meet your financial needs.

Services for Business Owners

You and your Financial Advisor will work together to structure a comprehensive financial strategy tailored to your personal and business needs with ongoing monitoring to reflect your changing circumstances. Our goal is to establish an effective entrepreneur advisor relationship to help your business grow.

Capital Strategies Group

Capital Strategies Group is one of the nation's leading specialists in mergers, acquisitions, and divestitures of private, middle-market businesses. Capital Strategies Group helps private business owners to explore their various options when selling or transitioning their business.

Business Financial Management AccountSM

Every business owner knows, the more money your business makes, the harder it is to keep track of. A Business Financial Management Account (Business FMA)® helps you tend to your company's daily finances and still have the time to cultivate new business.

Capital Strategies Group is a business of Morgan Stanley Smith Barney LLC. Member SIPC.

For more information, please contact your Financial Advisor.

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